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Merchant Banking Acct Mgr II

Tulsa, OK, US

Req ID: 52074 

Areas of Interest: Professional 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Corporate Investments & Acquisitions Associate is primarily responsible for the analysis of potential equity and junior debt investment and acquisition opportunities and monitoring industry trends. Key responsibilities include the development of financial models and supporting analyses that incorporate findings from due diligence, discussions with senior leadership and industry data.


  1. Analyze new investment and acquisition opportunities and generate an evaluation summary for review by the Corporate Investments & Acquisitions team.
  2. Perform business and financial due diligence for prospective new investments, including financial model development, industry review, and competitor analysis; develop investment memorandums; participate in presentations to senior leadership.
  3. Monitor and manage existing portfolio company relationships, including the review and analysis of current financial statements, budgets, and projections; compile reports to monitor investment quality and compliance with policy / regulation.
  4. Coordinate internal monitoring and reporting requirements. Support internal marketing strategy and coordination of effort across business segments and geographies.


  • Advanced  financial statement analysis including earnings, cash flow, balance sheet, credit and equity/valuation analysis
  • Advanced knowledge of accounting principles and practices
  • Advanced understanding of investment and acquisition underwriting, documentation, policy, and regulations
  • Advanced knowledge of the principles and application of financial concepts including NPV, IRR, financial valuation and risk measurement
  • Strong work ethic and attention to detail
  • Ability to evaluate potential investment and acquisition opportunities and provide initial recommendations
  • Understanding of risk and varying ways to structure investments
  • Resourceful and self-motivated with the ability to manage multiple projects simultaneously and meet deadlines
  • Strong organizational skills
  • Strong oral and written communication skills with the ability to prepare and deliver concise and persuasive oral and written reports and presentations
  • Exceptional proficiency in financial modeling, word processing and presentation software applications, specifically within Microsoft Office (Excel, Word, PowerPoint)


This level of knowledge is normally acquired through completion of a Bachelor’s degree and 4+ years of experience in a private equity, investment banking, transaction services or a commercial lending environment; or 8+ years equivalent experience. Financial certifications like CPA, CFA, etc. are strongly desired.





BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 5,100 employees
  • 28 Years of financial profitability
  • $43+ billion in assets
  • $5.397 million in charitable contributions in 2018

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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